In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Questions Importing user accounts
I would like to "bulk import" user accounts from Excel or CSV. Can this be done via import scenario, or other method? If yes, I'd appreciate more details as to the import "template" requirements.
While I've never done it, in theory it might be possible but you might have trouble assigning things like Roles and Licenses Types via Import Scenario.
The template is up to you - it depends on which fields you want to assign via the import.
If you've no experience with Import Scenarios you should do the Open Uni training.
I agree with Royce that the tricky part is assigning User Roles.
But here's something to get you started importing Users/Passwords:
Here's the definition on the Import Scenarios (SM206025) screen:
The Excel Data Provider that I used looks like this:
Nice Ryan! Thanks for sharing the way to import User Roles for the User.
On a related note, we've set up all our users in production and will force the user to change when they first log in. But, we've copied the production environment over to a test environment and as the admin I want to do a mass password change so that everyone has a nice, easy to remember training password for the test environment and to keep the production environment clean. I am having issues with the fact that "reset password" brings up a pop-up screen with two fields (New Password and Confirm Password) and these don't seem to be options in the import scenario. The field User Information > Password refers to the original password field. Any tips or advice?
FYI, for 2020r2 The import scenario detailed above didn't work. Kept erroring on missing login and email even though they were clearly there. I had to inactivate the <Action: Cancel Line>. Then I was able to import the users.